Hidden Forces Opportunities for Value Investing, China's Digital Currency, & the Pivot to Asia | James Aitken
Aug 23, 2021
James Aitken, an insightful investor and macro-financial strategist, discusses the complex dynamics of the oil industry and how ESG mandates are affecting prices. He highlights opportunities for value investing in the post-COVID economy and dives deep into China's digital currency, exploring its disruptive potential on global capital markets. The conversation shifts to the implications of regulatory changes in China on American foreign policy and the future of the dollar, revealing a captivating intersection of finance and geopolitics.
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Career Path
- James Aitken's career started in foreign exchange at Macquarie Bank, later working with AIG Financial Products.
- After AIG, he joined UBS and advised clients during the 2007-2008 financial crisis, leading to his own consultancy.
Societal Divisions and COVID-19
- Differing perceptions of COVID-19's severity highlight growing divisions within Western societies.
- This impacts not only the political landscape but also investor behavior and market dynamics.
Groupthink and Market Valuations
- Groupthink and social media influence market valuations, particularly among millennial investors.
- This has changed market dynamics, emphasizing momentum over traditional valuation methods.